We are happy to present to you a number of free resources provided by The Ultimate Estate Planner, Inc. and its affiliates. If you have any questions or if your company is interested in becoming an affiliate or offering a free resources to estate planning professionals throughout the country, contact us at 1-866-754-6477.
REPORTS
 From the School of Hard Knocks: Thoughts on the Initial Estate Planning Interview by L. Paul Hood, Jr., J.D.
Courtesy of L. Paul Hood, Jr., J.D.
*NOTE: Your contact information is required to receive these free resources. By supplying The Ultimate Estate Planner, Inc. your e-mail address, you are authorizing us to e-mail you announcements in the future about various products and programs we have available. You will also be added to the author's e-mail list and notified of tax news and information about programs. The Ultimate Estate Planner, Inc. does not rent or sell its list to other third parties. You can unsubscribe from these communications at any time.
33 Key Things to Know About Form 8939
Courtesy of The Lackner Group, Inc.
*NOTE: Your contact information is required to receive these free resources. By supplying The Ultimate Estate Planner, Inc. your e-mail address, you are authorizing us to e-mail you announcements in the future about various products and programs we have available. You will also be added to the author's e-mail list and notified of tax news and information about programs. The Ultimate Estate Planner, Inc. does not rent or sell its list to other third parties. You can unsubscribe from these communications at any time.
SAMPLE CLIENT LETTERS
| Letter | Description | Author | Download |
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2012 Letter to Clients with Large Estates
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This letter is used to help drive clients with large estates that may want to take advantage of 2012's limited planning opportunities to plan for the anticipated exemption and law changes in 2013.
| Philip J. Kavesh, Esq. |  |
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*NOTE: Your contact information is required to receive these free resources. By supplying The Ultimate Estate Planner, Inc. your e-mail address, you are authorizing us to e-mail you announcements in the future about various products and programs we have available. You will also be added to the author's e-mail list and notified of tax news and information about programs. The Ultimate Estate Planner, Inc. does not rent or sell its list to other third parties. You can unsubscribe from these communications at any time.
CHARTS
| Chart | Description | Author | Download |
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Dynasty Trust Jurisdiction Rankings Chart
(released October 2012) | This chart ranks the Top 10 Dynasty Trust Jurisdictions. | Steven J. Oshins, Esq., AEP | |
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Summary of Alternate Ways to Protect a Home
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This chart is designed to help you determine what other alternate ways you can protect a client's residence.
| Bruce Givner, Esq. | |
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4th Annual Domestic Asset Protection Trust State Ranking Chart
(updated April 2013) | This chart ranks the top states for Domestic Asset Protection Trusts based on current asset protection laws. | Steven J. Oshins, Esq., AEP | |
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*NOTE: Your contact information is required to receive these free resources. By supplying The Ultimate Estate Planner, Inc. your e-mail address, you are authorizing us to e-mail you announcements in the future about various products and programs we have available. You will also be added to the author's e-mail list and notified of tax news and information about programs. The Ultimate Estate Planner, Inc. does not rent or sell its list to other third parties. You can unsubscribe from these communications at any time.
PODCASTS
| Date | Description | Author | Download |
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| 2013 |
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April 12, 2013
| AICPA Podcast: "President Obama's 2014 Budget Proposal"
| Robert S. Keebler, CPA, MST, AEP | |
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| April 15, 2013 | LISI 60-Second Planner: "Key Elements of the President's 2014 Budget Proposal" | Robert S. Keebler, CPA, MST, AEP | |
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| 2011 |
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| December 22, 2011 | Taxation of Options (Part 2) | Robert S. Keebler, CPA, MST, AEP |
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| December 22, 2011 | Roth Recharacterizations with RMDs | Robert S. Keebler, CPA, MST, AEP ft. Mike Jones |
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December 22, 2011
| 2012 Roth Conversions | Robert S. Keebler, CPA, MST, AEP |
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| November 29, 2011 | Taxation of Options (Part 1) | Robert S. Keebler, CPA, MST, AEP |
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*NOTE: Your contact information is required to receive these free resources. By supplying The Ultimate Estate Planner, Inc. your e-mail address, you are authorizing us to e-mail you announcements in the future about various products and programs we have available. You will also be added to the author's e-mail list and notified of tax news and information about programs. The Ultimate Estate Planner, Inc. does not rent or sell its list to other third parties. You can unsubscribe from these communications at any time.
ARTICLES & PUBLICATIONS
Articles featuring Philip J. Kavesh
Articles on The IRA Inheritance Trust®
Articles on IRA Planning
Key Private Letter Rulings
PROGRAMS & TRAINING
Ed Slott's 2-Day IRA Workshop
1-800-663-1340
Robert Keebler's "Learn it Live: 2-Day IRA Seminar"
(920) 593-1700
WealthCounsel
info@WealthCounsel.com
1-888-659-4069 x819
IRA Planning Software
Brentmark Software
Retirement Plan Analyzer
www.brentmark.com/pension.htm
1-800-879-6665
MAGAZINES & SUBSCRIPTIONS
Lewis Saret's Wealth Strategies Journal
Sign up for e-mails
Natalie Choate
Life & Death Planning for Retirement Benefits
Choate's Notes
(617) 439-2994
Ed Slott's IRA Newsletter
1-800-663-1340
Leimberg Information Services, Inc.
Leimberg's Newsletter Subscription
Trust & Estates Magazine
Subscription Information
Estate Planning Magazine (RIA Thompson)
Subscription Information
Journal of Retirement Planning (CCH)
Subscription Information
Journal of Financial Planning (Financial Planning Association)
Subscription Information
Taxes Magazine (CCH)
Subscription Information
The Trust Advisor Blog
Jerry Cooper
Wills, Trusts & Estates Prof Blog
Gerry W. Beyer
VENDORS & MARKETING COMPANIES
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